In this article we will be looking at recurring or subscription billing in Jiwa.
There are three(3) key steps to the recurring billing cycle that are covered in this article.
- Processing your recurring quotes,
- Processing your recurring sales orders to invoices, and
- Batch email and/or printing your invoices
Before proceeding please ensure that you have read the following articles;
- Jiwa Sales Orders – Creating Quotes
- Jiwa-Sales Orders – Single Order Processing
- Jiwa Sales Orders – Batch Processing Orders
- Jiwa Sales Orders – Batch Printing / Emailing Invoices
Recurring or Subscription Billing is used when you want to invoice your customers a fixed amount on a regular basis for charges such as;
- Rental,
- Subscriptions,
- Support plans,
- Hosting fees,
- Maintenance plans, etc
Non Physical Inventory Items v Non Inventory Items
We recommend that non physical inventory items are created for each billing type as movements can be tracked and reviewed using the ‘Inventory Sales’ form as well the standard Jiwa reports.
Non Inventory items on the other hand can be used if you do not want to create non physical items however you will not be able to use the ‘Inventory Sales’ form to track and review movements in your sales.
Setting Up the Sales Quote
In Jiwa Sales Quotes are used for recurring or subscription billing by setting up a recurring cycle.
From the Sales menu select Quoting | Quote Entry
